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177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?

Author
Kristen and Jen
Published
Tue 26 Aug 2025
Episode Link
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In this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen suggests it may be because he sees this liquidity problem coming. 

Looking ahead, Kristen and Jen walk listeners through what to watch: not just whether the Fed cuts rates in September (they signaled pretty strongly that is coming) but also whether regulators adjust rules to make it easier for banks to hold Treasuries. Both moves could help ease the pressure. 

By breaking down complex concepts like “quantitative tightening” and “repo markets” into plain language, this episode shows how plumbing deep in the financial system can ripple out into markets and the economy, and why these behind-the-scenes moves matter for everyone.

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